Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Target Date 2025-R3 Registered Investment Company in their Schedule of Assets, totaling $122K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DV MANAGEMENT COMPANY, LLC DIVERSIFIED ROOFING 401(K) PLAN | PHOENIX AZ | 289 | $817K | $122K |
